Vaibhav Global Ltd (BOM:532156)

Q1 2026 Vaibhav Global Ltd Earnings Call Transcript

Aug 6, 2025 / 05:30 AM GMT

Release Date Price: ₹220.6 (-0.02%)

Transcript

Key Points

Positve

Vaibhav Global Ltd (BOM:532156) reported an 8% year-over-year revenue growth, reaching INR 814 crores.
The company's gross margin remained strong at 63.8%, benefiting from its vertically integrated business model.
Digital sales now contribute to 43% of B2C sales, with a target to reach 50% by FY27.
The lab-grown diamond and jewelry portfolio saw significant growth, contributing 11% to overall sales, up from 1% the previous year.
Vaibhav Global Ltd (BOM:532156) has been recognized with a strong ESG rating of 72 and is certified by the Responsible Jewelry Council, highlighting its commitment to sustainability.

Negative

The US market faces challenges due to a 25% tariff on imports from India, impacting consumer sentiment and discretionary spending.
The UK retail environment remains difficult, with economic uncertainty affecting consumer confidence and spending.
Germany incurred losses due to operating deleverage, although there are signs of improvement.
The company revised its FY26 revenue growth guidance down to 7-9% due to macroeconomic challenges and consumer sentiment issues.
The working capital cycle has extended to 80 days, partly due to increased inventory levels and financing options for customers.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VAIB.NS - Vaibhav Global Ltd
Q1 2026 Vaibhav Global Ltd Earnings Call
Aug 06, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to WeA Global Limited Q1 F 526 earnings conference call. As a reminder, all participants' lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. I now hand over the conference to Ms. Nittaha from Ad Factors PR.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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Good morning everyone and thank you for

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